LMGYX Mutual Fund

NAV$37.34

Returns Overview

1 Month
+4.59%
3 Months
+25.74%
6 Months
+21.80%
YTD
+20.22%
1 Year
+25.89%
3 Years (annualized)
+21.68%
5 Years (annualized)
+9.30%
10 Years (annualized)
+15.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMGYX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+20.22%
Peer Avg (YTD)
+10.82%
vs Peers
+9.40%

LMGYX Mutual Fund Performance

LMGYX performance across multiple time periods: 1-month 4.59%, YTD 20.22%, 1-year 25.89%, 3-year 21.68%, 5-year 9.30%, 10-year 15.63%.

LMGYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

LMGYX performance comparison shows side-by-side returns with another fund. LMGYX alternatives are available in the Mutual Fund Screener.